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Investment Philosophy

At AFS Investments, we believe that there is no magic to generating investment returns. Many claim to have the “Black Box” to investing…whether it be some special formula or cosmic understanding, we follow a different track! Investing is the process of identifying undervalued assets, acquiring them in an efficient manner, and then monitoring the asset as long as it is owned. At some point in the relationship, the asset will be sold. Some believe in “till death do we part,” but when it comes to investment assets, we believe that is “till you stop performing do we part”.

In regard to the assets we invest in, we focus on publicly traded securities. These can be common stocks, mutual funds, Exchange Traded Funds, or bonds. We utilized the research capabilities of institutional partners to help identify companies with strong business models, management and balance sheets, and then focus on the securities issued by those companies. If a company ever looses its edge and doesn’t fit our growth expectations, its stock or bond comes under review. We also utilize certain technical tools that help chart the progress of a company’s stock which is a great indicator of how the company is functioning. With the efficiencies in the stock market, stock prices are quick to pick up positive or negative events. Sometimes, the stock market is over efficient, and prices stocks well below or above their true value. This is where opportunity lies and this is where AFS Investments does its daily mining.

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    • Investment Strategies
    • Portfolio Monitoring
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  • Complimentary Portfolio Review

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Copyright 2020 Investment advisory services offered through Andrade Financial Services, Inc. doing business as AFS-Investments, a Registered Investment Adviser registered in the State of California.
Custody services and other brokerage services provided to clients of AFS-Investments are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. Andrade Financial Services, Inc. (dba “AFS Investments”) is a state registered investment adviser located in Orangevale, California. AFS Investments is registered in the state of California and in compliance with the current registration requirements of the states in which AFS Investments maintains clients. AFS Investments may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. AFS Investments’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication ofAFS Investments’ web site on the Internet should not be construed by any consumer and/or prospective client as AFS Investments solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by AFS Investments with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of AFS Investments’ current written disclosure statement discussingAFS Investments’ business operations, services, and fees is available from AFS Investments upon written request.
AFS Investments does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked toAFS Investments’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. • [website design]